Appleton Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $292K | Sell |
1,865
-95
| -5% | -$16.7K | 0.02% | 245 |
|
|
2026
Q1 | $366K | Sell |
1,960
-76
| -4% | -$15.7K | 0.03% | 213 |
|
|
2025
Q4 | $539K | Sell |
2,036
-87
| -4% | -$21.6K | 0.04% | 184 |
|
|
2025
Q3 | $503K | Sell |
2,123
-232
| -10% | -$58.5K | 0.03% | 187 |
|
|
2025
Q2 | $642K | Buy |
2,355
+59
| +3% | +$15.8K | 0.05% | 164 |
|
|
2025
Q1 | $616K | Sell |
2,296
-41
| -2% | -$12.8K | 0.05% | 162 |
|
|
2024
Q4 | $781K | Sell |
2,337
-187
| -7% | -$59.7K | 0.06% | 144 |
|
|
2024
Q3 | $691K | Sell |
2,524
-97
| -4% | -$24.8K | 0.05% | 153 |
|
|
2024
Q2 | $674K | Sell |
2,621
-48
| -2% | -$12.8K | 0.05% | 150 |
|
|
2024
Q1 | $804K | Sell |
2,669
-130
| -5% | -$37.5K | 0.06% | 145 |
|
|
2023
Q4 | $737K | Sell |
2,799
-77
| -3% | -$17.4K | 0.06% | 159 |
|
|
2023
Q3 | $583K | Sell |
2,876
-5
| -0.2% | -$1.08K | 0.05% | 176 |
|
|
2023
Q2 | $609K | Sell |
2,881
-35
| -1% | -$7.14K | 0.05% | 179 |
|
|
2023
Q1 | $583K | Sell |
2,916
-139
| -5% | -$23.5K | 0.05% | 191 |
|
|
2022
Q4 | $405K | Buy |
3,055
+1,039
| +52% | +$152K | 0.04% | 224 |
|
|
2022
Q3 | $290K | Sell |
2,016
-155
| -7% | -$26.3K | 0.03% | 246 |
|
|
2022
Q2 | $358K | Sell |
2,171
-86
| -4% | -$15.2K | 0.03% | 235 |
|
|
2022
Q1 | $479K | Buy |
2,257
+652
| +41% | +$140K | 0.04% | 221 |
|
|
2021
Q4 | $408K | Buy |
1,605
+43
| +3% | +$12.1K | 0.03% | 232 |
|
|
2021
Q3 | $424K | Buy |
1,562
+36
| +2% | +$9.14K | 0.04% | 214 |
|
|
2021
Q2 | $373K | Sell |
1,526
-272
| -15% | -$62.7K | 0.03% | 222 |
|
|
2021
Q1 | $381K | Sell |
1,798
-140
| -7% | -$31.2K | 0.04% | 212 |
|
|
2020
Q4 | $431K | Buy |
1,938
+23
| +1% | +$5.59K | 0.04% | 199 |
|
|
2020
Q3 | $481K | Sell |
1,915
-15
| -0.8% | -$3.28K | 0.05% | 181 |
|
|
2020
Q2 | $362K | Sell |
1,930
-216
| -10% | -$36.4K | 0.04% | 197 |
|
|
2020
Q1 | $309K | Buy |
2,146
+165
| +8% | +$28.3K | 0.04% | 211 |
|
|
2019
Q4 | $322K | Sell |
1,981
-65
| -3% | -$10.2K | 0.04% | 232 |
|
|
2019
Q3 | $304K | Hold |
2,046
| – | – | 0.04% | 233 |
|
|
2019
Q2 | $310K | Hold |
2,046
| – | – | 0.04% | 231 |
|
|
2019
Q1 | $324K | Sell |
2,046
-64
| -3% | -$9.92K | 0.04% | 213 |
|
|
2018
Q4 | $289K | Sell |
2,110
-21
| -1% | -$2.89K | 0.04% | 217 |
|
|
2018
Q3 | $339K | Sell |
2,131
-288
| -12% | -$42.7K | 0.05% | 214 |
|
|
2018
Q2 | $330K | Buy |
2,419
+352
| +17% | +$44.9K | 0.05% | 212 |
|
|
2018
Q1 | $240K | Sell |
2,067
-148
| -7% | -$17K | 0.04% | 237 |
|
|
2017
Q4 | $226K | Buy |
+2,215
| New | +$226K | 0.04% | 244 |
|
Other funds holding CRM
FWIA
VPI
CRM
DLA
SMDAM
Appleton Partners's CRM Position: Q2 2026 in Review
Appleton Partners reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $16.7K and leaving 1,865 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #245.
Appleton Partners first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $804K in Q1 2024. 570 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Appleton Partners held 1,865 shares of Salesforce worth $292K as of Q2 2026.
- Appleton Partners sold 95 Salesforce shares in Q2 2026, an estimated $16.7K.
- Salesforce made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #245 holding.
- Appleton Partners first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
- Appleton Partners's Salesforce position peaked at $804K in Q1 2024.
- 570 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.